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Frank Taber
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My portfolio returns since inception & my reflection on my investing approach so far.
I indexed for ~6 years before active investing. These are my results as an active investor.
CY20: +65.4% (inception May)
CY21: +23.3%
YTD: -7.3%
Annualised Return: 31% https://t.co/nmhMsL5btI
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Thread/
My portfolio returns since inception & my reflection on my investing approach so far.
I indexed for ~6 years before active investing. These are my results as an active investor.
CY20: +65.4% (inception May)
CY21: +23.3%
YTD: -7.3%
Annualised Return: 31% https://t.co/nmhMsL5btI
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10-K Diver
Folks, here’s our latest Money Concepts episode with @Gautam__Baid.
For about an hour and 20 minutes, we spoke about The Joys Of Compounding, investing in India, and how to manage other peoples’ money successfully.
Link: https://t.co/Rw6kcFkcl2
My notes from the episode: https://t.co/2rpi6N4DZV
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Folks, here’s our latest Money Concepts episode with @Gautam__Baid.
For about an hour and 20 minutes, we spoke about The Joys Of Compounding, investing in India, and how to manage other peoples’ money successfully.
Link: https://t.co/Rw6kcFkcl2
My notes from the episode: https://t.co/2rpi6N4DZV
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Special Situations 🌐 Newsletter (Jay Singh III)
Another bank miss...
*MORGAN STANLEY $MS MISS 2Q NET REV. $13.1B, EST. $13.33B VS. $14.8 Y/Y
*MORGAN STANLEY 2Q ADJ EPS $1.44, EST. $1.57 VS. $1.85 Y/Y
*MORGAN STANLEY 2Q EQUITY NET FLOWS -$7.4 BILLION
*MS 2Q INSTITUTIONAL INVESTMENT BANKING REV. $1.07B, EST. $1.27B
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Another bank miss...
*MORGAN STANLEY $MS MISS 2Q NET REV. $13.1B, EST. $13.33B VS. $14.8 Y/Y
*MORGAN STANLEY 2Q ADJ EPS $1.44, EST. $1.57 VS. $1.85 Y/Y
*MORGAN STANLEY 2Q EQUITY NET FLOWS -$7.4 BILLION
*MS 2Q INSTITUTIONAL INVESTMENT BANKING REV. $1.07B, EST. $1.27B
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Ramneek
We’ve begun subtracting 9.1 already. Dayum, Fintwit’s quick and longterm. https://t.co/XCUuhzZ07b
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We’ve begun subtracting 9.1 already. Dayum, Fintwit’s quick and longterm. https://t.co/XCUuhzZ07b
No meaningful bounce for S&P 500’s real earnings yield, which remains near lowest on record https://t.co/RYqxaFlz9J - Liz Ann Sonderstweet
Paul Graham
RT @JohnDCook: "In general you [become successful] not by knowing what the experts know but by learning what they think is beneath them." -- George Gilder
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RT @JohnDCook: "In general you [become successful] not by knowing what the experts know but by learning what they think is beneath them." -- George Gilder
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
Manhattan rents hit all time high, up 29% y/y. This wasn't even the highest increase we have seen in the US. OER does not do a good job of capturing real estate related inflation...
https://t.co/LcGOvdxlUN
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Manhattan rents hit all time high, up 29% y/y. This wasn't even the highest increase we have seen in the US. OER does not do a good job of capturing real estate related inflation...
https://t.co/LcGOvdxlUN
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Bread Crumbs Research
RT @NinaSlepkova: Vinnytsia, Ukraine, office center, just now. #russiaisaterrorisstate https://t.co/oaog02PdBY
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RT @NinaSlepkova: Vinnytsia, Ukraine, office center, just now. #russiaisaterrorisstate https://t.co/oaog02PdBY
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Bread Crumbs Research
RT @visegrad24: BREAKING:
The death toll after the Russian missile strike this morning on a medical center in Vinnytsia, a city in western Ukraine, has risen to 12 people, including a mother and her 1-year-old daughter.
When will the West muster enough will to end Russia’s aggression? https://t.co/rcxHgOXt64
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RT @visegrad24: BREAKING:
The death toll after the Russian missile strike this morning on a medical center in Vinnytsia, a city in western Ukraine, has risen to 12 people, including a mother and her 1-year-old daughter.
When will the West muster enough will to end Russia’s aggression? https://t.co/rcxHgOXt64
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Twitter
BREAKING:
The death toll after the Russian missile strike this morning on a medical center in Vinnytsia, a city in western Ukraine, has risen to 12 people, including a mother and her 1-year-old daughter.
When will the West muster enough will to end Russia’s…
The death toll after the Russian missile strike this morning on a medical center in Vinnytsia, a city in western Ukraine, has risen to 12 people, including a mother and her 1-year-old daughter.
When will the West muster enough will to end Russia’s…
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Ensemble Capital
Happy to see $NTDOY continuing to move toward monetizing its vast IP library. https://t.co/c19CWneCSN
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Happy to see $NTDOY continuing to move toward monetizing its vast IP library. https://t.co/c19CWneCSN
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Frederik Gieschen
Loved talking to @mjmauboussin about becoming a better investor, studying the greats, analysts and PMs, even teaching.
"What we do is the intersection of business, people, psychology, sociology, and numbers. It's just inherently fascinating. You never have the game beat. Never."
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Loved talking to @mjmauboussin about becoming a better investor, studying the greats, analysts and PMs, even teaching.
"What we do is the intersection of business, people, psychology, sociology, and numbers. It's just inherently fascinating. You never have the game beat. Never."
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